Bigin by Zoho CRM + Rocketlane
Create new Rocketlane projects from updated deals in Bigin by Zoho CRM
Simplify your deal management and project updates with this streamlined workflow. Once a deal is updated in Bigin by Zoho CRM, the same details are instantly mirrored in your Rocketlane project. This not only saves you time from manual updating but also ensures consistent alignment between your projects and deals for improved productivity.
Simplify your deal management and project updates with this streamlined workflow. Once a deal is updated in Bigin by Zoho CRM, the same details are instantly mirrored in your Rocketlane project. This not only saves you time from manual updating but also ensures consistent alignment between your projects and deals for improved productivity.
- When this happens...Updated Pipeline Record
Triggers when a pipeline record is updated.
- automatically do this!Create Project
Creates a project.
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About Bigin by Zoho CRM
Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
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About Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.